Hefren Tillotson
Industry: Company
DescriptionFounded: 1948 Parent organization: Masterplan Inc Subsidiaries: Hefren-Tillotson, Inc, Asset Management Arm, Hefren - Tillotson, Inc., Research Division
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Hefren Tillotson Employees
Employee
Years
Job
Industry
Rebecca Chuckro Rebecca Chuckro's Hefren Tillotson Experience June 2010 - April 2014
Job .
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Rock Bottom Restaurant & Brewery June 2014 - Present
Hefren-Tillotson June 2010 - April 2014
PNC February 2010 - June 2010
Rock Bottom Restaurant & Brewery May 2009 - February 2010
Skills
Customer Service, Customer Support, Data Analysis, Financial Reporting, Public Speaking, Communication Skills, Organizational Structure, Microsoft Office, Lotus Notes, Business English, Vocalist, Vocal Range, Music Ministry, Musical Theatre, Fundraising, Axys, Editing, Event Planning
Education
Kent State University 2005 — 2009
Berkshire High School 1998 — 2002
Principal Financial Group July 2015 - Present
Rock Bottom Restaurant & Brewery June 2014 - Present
Hefren-Tillotson June 2010 - April 2014
PNC February 2010 - June 2010
Rock Bottom Restaurant & Brewery May 2009 - February 2010
Skills
Customer Service, Customer Support, Data Analysis, Financial Reporting, Public Speaking, Communication Skills, Organizational Structure, Microsoft Office, Lotus Notes, Business English, Vocalist, Vocal Range, Music Ministry, Musical Theatre, Fundraising, Axys, Editing, Event Planning
Education
Kent State University 2005 — 2009
Berkshire High School 1998 — 2002
Andrew Pravlik Andrew Pravlik's Hefren Tillotson Experience June 1992 - May 1996
Job Executive Vice President Director of Investments at Pittsburgh Wealth Management Group
Industry Investment Management
Experience
Pittsburgh Wealth Management Group June 2011 - Present
Hefren-Tillotson. Inc. June 1996 - September 2009
Hefren-Tillotson June 1992 - May 1996
Skills
Life Insurance, Annuities-Fixed and..., Investment Portfolio..., Financial Planning, Stock and Bond Selection, Non-Correlating Asset..., Long Term Care Insurance, Portfolio Management, Bonds, Stock, Series 7, Retirement Planning, Retirement, Securities, Investments, Hedge Funds, Fixed Income, Equities, Asset, Asset Allocation, Investment Strategies, Estate Planning, Wealth Management, Funding, Alternative Investments, Money Management, Institutional, Valuation, Mutual Funds, ETFs, Investment Advisory, Portfolios, Investment Banking, Credit, Trading, Insurance, High Net Worth..., Quantitative Analysis, Series 63, Pensions, Annuities, Wealth, Managed Accounts, Financial Advisory, 401k, IRA's, Equity Research, Personal Finance, Brokerage, Financial Modeling
Education
Allegheny College 1992 — 1996
Economics/Finance, Economics, Finance, French, History, Political Science
Pittsburgh Wealth Management Group June 2011 - Present
Hefren-Tillotson. Inc. June 1996 - September 2009
Hefren-Tillotson June 1992 - May 1996
Skills
Life Insurance, Annuities-Fixed and..., Investment Portfolio..., Financial Planning, Stock and Bond Selection, Non-Correlating Asset..., Long Term Care Insurance, Portfolio Management, Bonds, Stock, Series 7, Retirement Planning, Retirement, Securities, Investments, Hedge Funds, Fixed Income, Equities, Asset, Asset Allocation, Investment Strategies, Estate Planning, Wealth Management, Funding, Alternative Investments, Money Management, Institutional, Valuation, Mutual Funds, ETFs, Investment Advisory, Portfolios, Investment Banking, Credit, Trading, Insurance, High Net Worth..., Quantitative Analysis, Series 63, Pensions, Annuities, Wealth, Managed Accounts, Financial Advisory, 401k, IRA's, Equity Research, Personal Finance, Brokerage, Financial Modeling
Education
Allegheny College 1992 — 1996
Economics/Finance, Economics, Finance, French, History, Political Science
Andrew Agostini, MBA Andrew Agostini, MBA's Hefren Tillotson Experience January 2011 - May 2011
Job Project Analyst (Senior Analyst) Store Operations at Family Dollar
Industry Retail
Experience
Family Dollar October 2014 - Present
Provider Resources, Inc. April 2014 - July 2014
Provider Resources, Inc. December 2013 - April 2014
Provider Resources, Inc. August 2011 - December 2013
Hefren-Tillotson January 2011 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Research, Program Management, Project Management, Data Analysis, Leadership, Policy, Customer Service, Management, Training, Analysis, Team Building, Process Improvement, Public Speaking
Education
Pennsylvania State University-Erie Campus 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Pittsburgh 2007 — 2011
BA, Economics
Family Dollar October 2014 - Present
Provider Resources, Inc. April 2014 - July 2014
Provider Resources, Inc. December 2013 - April 2014
Provider Resources, Inc. August 2011 - December 2013
Hefren-Tillotson January 2011 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Research, Program Management, Project Management, Data Analysis, Leadership, Policy, Customer Service, Management, Training, Analysis, Team Building, Process Improvement, Public Speaking
Education
Pennsylvania State University-Erie Campus 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Pittsburgh 2007 — 2011
BA, Economics
Randee Gregg's Hefren Tillotson Experience May 2012 - Present
Job Associate Advisor at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson May 2012 - Present
Hefren-Tillotson May 2011 - January 2012
Education
Grove City College 2008 — 2012
Finance
Hefren-Tillotson May 2012 - Present
Hefren-Tillotson May 2011 - January 2012
Education
Grove City College 2008 — 2012
Finance
Alexander Sepesy Alexander Sepesy's Hefren Tillotson Experience September 2012 - December 2012
Job Credit Analyst at Hartree Partners
Industry Financial Services
Experience
Hartree Partners July 2015 - Present
ICAP June 2013 - July 2015
Saint Vincent College March 2012 - May 2013
Hefren-Tillotson September 2012 - December 2012
Tube City IMS, LLC June 2011 - September 2011
Tube City IMS, LLC June 2010 - August 2010
Midland Community Center May 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Conversation, Public Speaking
Education
Saint Vincent College 2009 — 2013
Bachelor of Science (BS), Finance, General
Hartree Partners July 2015 - Present
ICAP June 2013 - July 2015
Saint Vincent College March 2012 - May 2013
Hefren-Tillotson September 2012 - December 2012
Tube City IMS, LLC June 2011 - September 2011
Tube City IMS, LLC June 2010 - August 2010
Midland Community Center May 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Conversation, Public Speaking
Education
Saint Vincent College 2009 — 2013
Bachelor of Science (BS), Finance, General
Brad Colvin Brad Colvin's Hefren Tillotson Experience January 2015 - Present
Job Financial Planner at HefrenTillotson
Industry Financial Services
Experience
Carlynton High School August 2015 - Present
Hefren-Tillotson January 2015 - Present
Hefren-Tillotson May 2014 - August 2014
ERIEBANK May 2013 - January 2014
Education
California University of Pennsylvania 2011 — 2014
Bachelor of Science in Business Administration, Management/Finance, Summa Cum Laude
Cathedral Prep 2007 — 2011
High School Diploma
Carlynton High School August 2015 - Present
Hefren-Tillotson January 2015 - Present
Hefren-Tillotson May 2014 - August 2014
ERIEBANK May 2013 - January 2014
Education
California University of Pennsylvania 2011 — 2014
Bachelor of Science in Business Administration, Management/Finance, Summa Cum Laude
Cathedral Prep 2007 — 2011
High School Diploma
Stephanie McElheny, CFP®, ChSNC™ Stephanie McElheny, CFP®, ChSNC™'s Hefren Tillotson Experience November 2014 - Present
Job Assistant Director of Financial Planning at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson November 2014 - Present
Hefren-Tillotson December 2012 - October 2014
Hefren-Tillotson June 2010 - November 2012
Skills
Mutual Funds, Accounting, Finance, Investments, Investment Advisory, Microsoft Excel, Retirement Planning, Portfolio Management, Wealth Management, Strategic Financial..., Research, Financial Analysis, Financial Reporting, Asset Allocation
Education
The American College 2014 — 2015
Chartered Special Needs Consultant, Finance, General
The College for Financial Planning 2010 — 2012
Financial Planning, Financial Planning and Services
Penn State University 2006 — 2010
Bachelor's Degree, Finance & Economics
Hefren-Tillotson November 2014 - Present
Hefren-Tillotson December 2012 - October 2014
Hefren-Tillotson June 2010 - November 2012
Skills
Mutual Funds, Accounting, Finance, Investments, Investment Advisory, Microsoft Excel, Retirement Planning, Portfolio Management, Wealth Management, Strategic Financial..., Research, Financial Analysis, Financial Reporting, Asset Allocation
Education
The American College 2014 — 2015
Chartered Special Needs Consultant, Finance, General
The College for Financial Planning 2010 — 2012
Financial Planning, Financial Planning and Services
Penn State University 2006 — 2010
Bachelor's Degree, Finance & Economics
Nathan Moses Nathan Moses's Hefren Tillotson Experience May 2012 - August 2012
Job FSO Assurance Staff at EY
Industry Financial Services
Experience
EY September 2015 - Present
Moses Jewelers February 2008 - July 2015
EY January 2014 - March 2014
PNC June 2013 - August 2013
Hefren-Tillotson May 2012 - August 2012
Skills
Portfolio Management, Finance, Risk Management, Accounting, Fundraising, Leadership, Customer Service, Sales, Financial Analysis, Budgets, Microsoft Excel, Data Analysis, Analysis
Education
Penn State University 2010 — 2015
Master's degree, Accounting
Penn State University 2010 — 2015
Bachelor of Science (B.S.), Finance
EY September 2015 - Present
Moses Jewelers February 2008 - July 2015
EY January 2014 - March 2014
PNC June 2013 - August 2013
Hefren-Tillotson May 2012 - August 2012
Skills
Portfolio Management, Finance, Risk Management, Accounting, Fundraising, Leadership, Customer Service, Sales, Financial Analysis, Budgets, Microsoft Excel, Data Analysis, Analysis
Education
Penn State University 2010 — 2015
Master's degree, Accounting
Penn State University 2010 — 2015
Bachelor of Science (B.S.), Finance
Brandon D. Hook, CFP®, AIF® Brandon D. Hook, CFP®, AIF®'s Hefren Tillotson Experience July 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Hefren-Tillotson July 2009 - Present
Education
Duquesne University 2004 — 2008
Bachelor of Science in Business Administration, Finance & Investment Management
Duquesne University 2009 — 2010
Executive Certificate in Financial Planning
Hefren-Tillotson July 2009 - Present
Education
Duquesne University 2004 — 2008
Bachelor of Science in Business Administration, Finance & Investment Management
Duquesne University 2009 — 2010
Executive Certificate in Financial Planning
James Rennie James Rennie's Hefren Tillotson Experience May 2014 - August 2014
Job Payroll Assistant, Saint Vincent College
Industry Investment Management
Experience
PPG Industries June 2015 - Present
Saint Vincent College - Career Center July 2014 - May 2015
Latrobe Community Revitalization Program September 2014 - December 2014
Hefren-Tillotson May 2014 - August 2014
Stonecipher Law Firm May 2013 - August 2013
Skills
Microsoft Office, Mac OS, Leadership, Outlook, Public Speaking, Microsoft Excel, Time Management, Customer Service, Microsoft Word, Social Media, Teamwork, PowerPoint, Event Planning, Management
Education
Saint Vincent College 2011 — 2015
Bachelor's Degree, Finance
Baldwin High School 2007 — 2011
Diploma
PPG Industries June 2015 - Present
Saint Vincent College - Career Center July 2014 - May 2015
Latrobe Community Revitalization Program September 2014 - December 2014
Hefren-Tillotson May 2014 - August 2014
Stonecipher Law Firm May 2013 - August 2013
Skills
Microsoft Office, Mac OS, Leadership, Outlook, Public Speaking, Microsoft Excel, Time Management, Customer Service, Microsoft Word, Social Media, Teamwork, PowerPoint, Event Planning, Management
Education
Saint Vincent College 2011 — 2015
Bachelor's Degree, Finance
Baldwin High School 2007 — 2011
Diploma
Rebecca Novak Rebecca Novak's Hefren Tillotson Experience May 2014 - August 2014
Job Student at Allegheny College
Industry Management Consulting
Experience
Allegheny College August 2012 - Present
Allegheny College August 2014 - Present
Huntington National Bank May 2015 - August 2015
Hefren-Tillotson May 2014 - August 2014
Allegheny College Annual Fund September 2013 - May 2014
BNY Mellon May 2013 - August 2013
Allegheny College Office of Annual Giving September 2012 - May 2013
Skills
Management, Budgets, Economics, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Teamwork, Microsoft Word, Fundraising, Analysis
Education
Allegheny College 2012 — 2016
Bachelor of Arts (B.A.), Managerial Economics; Minor in Communication Arts
Allegheny College August 2012 - Present
Allegheny College August 2014 - Present
Huntington National Bank May 2015 - August 2015
Hefren-Tillotson May 2014 - August 2014
Allegheny College Annual Fund September 2013 - May 2014
BNY Mellon May 2013 - August 2013
Allegheny College Office of Annual Giving September 2012 - May 2013
Skills
Management, Budgets, Economics, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Teamwork, Microsoft Word, Fundraising, Analysis
Education
Allegheny College 2012 — 2016
Bachelor of Arts (B.A.), Managerial Economics; Minor in Communication Arts
Tyler Abbott's Hefren Tillotson Experience April 2013 - August 2013
Job CEO and Founder TASK LLC
Industry Computer & Network Security
Experience
Burger King Corporation July 2015 - Present
Burger King Corporation June 2014 - Present
T.A.S.K. January 2013 - Present
Abercrombie & Fitch October 2011 - Present
Fiori's Pizzaria May 2010 - Present
Meals on Wheels April 2006 - Present
Hefren-Tillotson April 2013 - August 2013
Subway Restaurant August 2009 - August 2010
Mosea Media August 2009 - August 2010
Mosea Media October 2009 - July 2010
Skills
Software Development, Media Production, Social Media Marketing, Editing, Event Planning, Menu Development, Research, Public Speaking, Social Networking, Microsoft Office, Social Media, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Wordpress, Food Preparation, Python, Cpr Certified, Volunteer Management, Java, Programming, Photography
Education
Carnegie Mellon University 2013 — 2014
Master in Information Systems Management (MISM), Management Information Systems, General
Allegheny College 2009 — 2014
Computer Science, Computer Science/Economics
Seton La-Salle 2006 — 2010
Burger King Corporation July 2015 - Present
Burger King Corporation June 2014 - Present
T.A.S.K. January 2013 - Present
Abercrombie & Fitch October 2011 - Present
Fiori's Pizzaria May 2010 - Present
Meals on Wheels April 2006 - Present
Hefren-Tillotson April 2013 - August 2013
Subway Restaurant August 2009 - August 2010
Mosea Media August 2009 - August 2010
Mosea Media October 2009 - July 2010
Skills
Software Development, Media Production, Social Media Marketing, Editing, Event Planning, Menu Development, Research, Public Speaking, Social Networking, Microsoft Office, Social Media, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Wordpress, Food Preparation, Python, Cpr Certified, Volunteer Management, Java, Programming, Photography
Education
Carnegie Mellon University 2013 — 2014
Master in Information Systems Management (MISM), Management Information Systems, General
Allegheny College 2009 — 2014
Computer Science, Computer Science/Economics
Seton La-Salle 2006 — 2010
Mauricio Viaud Mauricio Viaud's Hefren Tillotson Experience June 2013 - Present
Job Senior Research Analyst at HefrenTillotson
Industry Investment Management
Experience
Hefren-Tillotson June 2013 - Present
Bank of New York Mellon July 2006 - August 2012
Mellon Financial Corporation September 2003 - July 2006
Mellon Financial Corporation December 2000 - September 2003
Skills
Equity Research, Portfolio Management, Buy-side, Energy, Materials, Emerging Markets, Quantitative Research, Technical Analysis, Asset Managment, Financial Modeling, Risk Management, Bloomberg, Asset Allocation, Mutual Funds, Spanish, Equity Valuation, Equities, Investment Strategies, Investments, Commodity, Capital Markets, Asset Management, Hedge Funds, Fixed Income, Valuation
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (EMBA), Asset & Wealth Management
Université de Lausanne - Switzerland
Master of Business Administration (EMBA), Asset & Wealth Management
University of Richmond - Robins School of Business
Bachelor of Business Administration (BBA), Finance & International Business
Member of CFA Institute
Member of CFA Society of Pittsburgh
Hefren-Tillotson June 2013 - Present
Bank of New York Mellon July 2006 - August 2012
Mellon Financial Corporation September 2003 - July 2006
Mellon Financial Corporation December 2000 - September 2003
Skills
Equity Research, Portfolio Management, Buy-side, Energy, Materials, Emerging Markets, Quantitative Research, Technical Analysis, Asset Managment, Financial Modeling, Risk Management, Bloomberg, Asset Allocation, Mutual Funds, Spanish, Equity Valuation, Equities, Investment Strategies, Investments, Commodity, Capital Markets, Asset Management, Hedge Funds, Fixed Income, Valuation
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (EMBA), Asset & Wealth Management
Université de Lausanne - Switzerland
Master of Business Administration (EMBA), Asset & Wealth Management
University of Richmond - Robins School of Business
Bachelor of Business Administration (BBA), Finance & International Business
Member of CFA Institute
Member of CFA Society of Pittsburgh
Stephen Krolczyk's Hefren Tillotson Experience May 2013 - August 2013
Job Masters of Accounting Student
Industry Accounting
Experience
Penn State University April 2014 - Present
Deloitte June 2015 - August 2015
Ryan May 2014 - August 2014
Internal Revenue Service January 2014 - April 2014
Hefren-Tillotson May 2013 - August 2013
Pittsburgh Pirates April 2011 - August 2012
Education
Penn State University 2011 — 2015
Accounting, Fifth Year Senior
Penn State University April 2014 - Present
Deloitte June 2015 - August 2015
Ryan May 2014 - August 2014
Internal Revenue Service January 2014 - April 2014
Hefren-Tillotson May 2013 - August 2013
Pittsburgh Pirates April 2011 - August 2012
Education
Penn State University 2011 — 2015
Accounting, Fifth Year Senior
Patricia John's Hefren Tillotson Experience 2010 - Present
Job Associate VicePresident, Financial Advisor
Industry Investment Management
Andrew Plugge Andrew Plugge's Hefren Tillotson Experience May 2012 - August 2012
Job Accounting Coordinator at TEG Federal Credit Union
Industry Financial Services
Experience
TEG Federal Credit Union April 2014 - Present
Fishkill Baptist Church October 2013 - May 2014
Ethan Allen Personnel Group June 2013 - March 2014
Oasis Pool Service September 2013 - October 2013
Hefren-Tillotson May 2012 - August 2012
Children's Bible Fellowship June 2011 - August 2011
Skills
Microsoft Excel, QuickBooks, Accounting, Microsoft Office, Microsoft Word, Strategic Financial..., Spreadsheets, PowerPoint, Leadership, Financial Reporting, Analysis, Outlook, Account Reconciliation
Education
Grove City College 2009 — 2013
BS, Finance, Cumulative GPA of 3.10 and Major GPA of 3.30
Arlington High School 2006 — 2009
TEG Federal Credit Union April 2014 - Present
Fishkill Baptist Church October 2013 - May 2014
Ethan Allen Personnel Group June 2013 - March 2014
Oasis Pool Service September 2013 - October 2013
Hefren-Tillotson May 2012 - August 2012
Children's Bible Fellowship June 2011 - August 2011
Skills
Microsoft Excel, QuickBooks, Accounting, Microsoft Office, Microsoft Word, Strategic Financial..., Spreadsheets, PowerPoint, Leadership, Financial Reporting, Analysis, Outlook, Account Reconciliation
Education
Grove City College 2009 — 2013
BS, Finance, Cumulative GPA of 3.10 and Major GPA of 3.30
Arlington High School 2006 — 2009
Leo Schrantz's Hefren Tillotson Experience February 2008 - August 2008
Job Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture June 2013 - Present
Georgetown Hilltop Consultants January 2012 - Present
United States Marine Corps Reserves June 2007 - June 2013
Students of Georgetown, Inc. January 2009 - May 2013
Merrill Lynch June 2012 - August 2012
DHR International February 2012 - April 2012
Corp Catering August 2009 - March 2010
Hefren Tillotson February 2008 - August 2008
Edgewood Country Club July 2006 - August 2008
Skills
Executive Search, Interviewing, PowerPoint, Social Media, Excel, Biometrics, Stata, Operations, Catering, Catering Sales, Word, SQL, Arabic, pashto, German, Microsoft Excel, Management, Microsoft Word, Pashto
Education
Georgetown University 2008 — 2013
Bachelor of Science in Foreign Service (BSFS), International Political Economy
Accenture June 2013 - Present
Georgetown Hilltop Consultants January 2012 - Present
United States Marine Corps Reserves June 2007 - June 2013
Students of Georgetown, Inc. January 2009 - May 2013
Merrill Lynch June 2012 - August 2012
DHR International February 2012 - April 2012
Corp Catering August 2009 - March 2010
Hefren Tillotson February 2008 - August 2008
Edgewood Country Club July 2006 - August 2008
Skills
Executive Search, Interviewing, PowerPoint, Social Media, Excel, Biometrics, Stata, Operations, Catering, Catering Sales, Word, SQL, Arabic, pashto, German, Microsoft Excel, Management, Microsoft Word, Pashto
Education
Georgetown University 2008 — 2013
Bachelor of Science in Foreign Service (BSFS), International Political Economy
Jason Hitchman Jason Hitchman's Hefren Tillotson Experience December 2011 - Present
Job Vice President at HefrenTillotson
Industry Investment Management
Experience
Hefren-Tillotson December 2011 - Present
Cookson Peirce July 2006 - December 2011
First Commonwealth Financial Advisors November 2004 - July 2006
The Ayco Company, L.P. March 2001 - November 2004
KPMG January 1999 - March 2001
Morella & Associates January 1998 - January 1999
Education
University of Pittsburgh School of Law 1996 — 1999
J.D., Estate Planning and Taxation
University of Pittsburgh 1992 — 1996
B.A., Business and History
Hefren-Tillotson December 2011 - Present
Cookson Peirce July 2006 - December 2011
First Commonwealth Financial Advisors November 2004 - July 2006
The Ayco Company, L.P. March 2001 - November 2004
KPMG January 1999 - March 2001
Morella & Associates January 1998 - January 1999
Education
University of Pittsburgh School of Law 1996 — 1999
J.D., Estate Planning and Taxation
University of Pittsburgh 1992 — 1996
B.A., Business and History
Issam Douglas's Hefren Tillotson Experience May 2013 - August 2013
Job Technical Support Engineer SAP
Industry Computer Software
Experience
Ariba June 2015 - Present
Amazon October 2014 - June 2015
Hefren-Tillotson May 2013 - August 2013
Olive Garden Italian Restaurant June 2011 - August 2012
Skills
Information Technology, Microsoft Office, Java, Software Development, Android, Mobile Technology, Windows, Linux, Operating System..., Mobile Applications, PowerPoint, C++, C, Programming, Mobile Devices, HTML, SQL, MySQL, Python, Microsoft Excel, Photoshop, Microsoft Word, Software Quality..., Antivirus, Robotium, Shell Scripting, Unix Shell Scripting, Bash, Technical Writing, Technical Documentation, Mac OS, Public Speaking, Social Media, Research, Operating Systems
Education
Allegheny College 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Brentwood Senior High School 2006 — 2010
High School, General
Ariba June 2015 - Present
Amazon October 2014 - June 2015
Hefren-Tillotson May 2013 - August 2013
Olive Garden Italian Restaurant June 2011 - August 2012
Skills
Information Technology, Microsoft Office, Java, Software Development, Android, Mobile Technology, Windows, Linux, Operating System..., Mobile Applications, PowerPoint, C++, C, Programming, Mobile Devices, HTML, SQL, MySQL, Python, Microsoft Excel, Photoshop, Microsoft Word, Software Quality..., Antivirus, Robotium, Shell Scripting, Unix Shell Scripting, Bash, Technical Writing, Technical Documentation, Mac OS, Public Speaking, Social Media, Research, Operating Systems
Education
Allegheny College 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Brentwood Senior High School 2006 — 2010
High School, General
Jack R. Ellenberger, CFP® Jack R. Ellenberger, CFP®'s Hefren Tillotson Experience January 2009 - Present
Job Vice President at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson January 2009 - Present
Education
Penn State University 1998 — 2002
Bachelors, Finance and International Business
Hefren-Tillotson January 2009 - Present
Education
Penn State University 1998 — 2002
Bachelors, Finance and International Business
Ted Kerr Ted Kerr's Hefren Tillotson Experience September 1994 - May 2000
Job Managing Partner at Touchstone Capital, Inc.
Industry Investment Management
Experience
The Pittsburgh Experiment September 2012 - Present
Touchstone Capital, Inc. May 2000 - Present
Hefren-Tillotson September 1994 - May 2000
Education
Trinity Episcopal School for Ministry 2010 — 2014
Master of Arts in Religion, Christian Ministry and Missiology
Westminster College 1989 — 1993
Bachelor of Arts, Finance, Economics
The Pittsburgh Experiment September 2012 - Present
Touchstone Capital, Inc. May 2000 - Present
Hefren-Tillotson September 1994 - May 2000
Education
Trinity Episcopal School for Ministry 2010 — 2014
Master of Arts in Religion, Christian Ministry and Missiology
Westminster College 1989 — 1993
Bachelor of Arts, Finance, Economics
Ginger Majeski Ginger Majeski's Hefren Tillotson Experience 2000 - 2003
Job Sr. Talent Acquisition Advisor
Industry Human Resources
Experience
Alcoa October 2007 - July 2015
Resources Global January 2006 - October 2007
invivodata 2006 - 2006
Tele-Tracking Techonologies 2005 - 2006
Hefren-Tillotson 2000 - 2003
GMT 2000 - 2000
Black Box Network Services 2000 - 2000
GENERAL MANAGEMENT TECHNOLOGIES 1997 - 2000
Federated Investors 1990 - 1995
Federated Investors 1985 - 1995
Skills
Strategic Planning, Start-ups, Interviews, Organizational..., HRIS, Recruiting, Technical Recruiting, Employee Relations, Organizational Design, Change Management, Leadership Development, Employee Benefits, Management, Performance Management, Deferred Compensation, HR Policies, HR Consulting, Labor Relations, Succession Planning, Personnel Management
Education
University of North Carolina at Chapel Hill 1981 — 1982
Arts Management
Indiana University of Pennsylvania 1977 — 1981
Bachelor's degree
Alcoa October 2007 - July 2015
Resources Global January 2006 - October 2007
invivodata 2006 - 2006
Tele-Tracking Techonologies 2005 - 2006
Hefren-Tillotson 2000 - 2003
GMT 2000 - 2000
Black Box Network Services 2000 - 2000
GENERAL MANAGEMENT TECHNOLOGIES 1997 - 2000
Federated Investors 1990 - 1995
Federated Investors 1985 - 1995
Skills
Strategic Planning, Start-ups, Interviews, Organizational..., HRIS, Recruiting, Technical Recruiting, Employee Relations, Organizational Design, Change Management, Leadership Development, Employee Benefits, Management, Performance Management, Deferred Compensation, HR Policies, HR Consulting, Labor Relations, Succession Planning, Personnel Management
Education
University of North Carolina at Chapel Hill 1981 — 1982
Arts Management
Indiana University of Pennsylvania 1977 — 1981
Bachelor's degree
Jared Smithers Jared Smithers's Hefren Tillotson Experience September 2014 - Present
Job Financial Planning Intern
Industry Financial Services
Experience
Hefren-Tillotson September 2014 - Present
Federal Deposit Insurance Corporation June 2013 - August 2013
American Psychological Association May 2012 - August 2012
Country Club of Fairfax May 2010 - August 2011
Skills
Non-profits, Nonprofits, Leadership, Policy Analysis, Microsoft Office, Microsoft Excel, Community Outreach, Teamwork, Social Media, Research
Education
Grove City College 2010 — 2014
Bachelor of Arts (BA) and Bachelor of Science (BS), Psychology and Finance
Hefren-Tillotson September 2014 - Present
Federal Deposit Insurance Corporation June 2013 - August 2013
American Psychological Association May 2012 - August 2012
Country Club of Fairfax May 2010 - August 2011
Skills
Non-profits, Nonprofits, Leadership, Policy Analysis, Microsoft Office, Microsoft Excel, Community Outreach, Teamwork, Social Media, Research
Education
Grove City College 2010 — 2014
Bachelor of Arts (BA) and Bachelor of Science (BS), Psychology and Finance
Eva Wright Eva Wright's Hefren Tillotson Experience October 2006 - November 2009
Job Administration
Industry Research
Experience
Anchor Drilling Fluids USA June 2014 - Present
Wright Consulting November 2005 - Present
The Complete Captive Solution, LLC September 2013 - March 2014
Ventresca & Ventresca, LLP November 2009 - August 2013
Hefren Tillotson October 2006 - November 2009
MJ Harvey & Associates December 2005 - April 2009
Robert Half International May 2006 - October 2006
Strength Incorporated November 2003 - January 2006
Skills
Research, Analysis, Microsoft Excel, Microsoft Office, Management, Team Building, Leadership, Time Management, PowerPoint, Customer Service, Microsoft Word, Public Relations, Community Outreach, Sales, Negotiation, Entrepreneurship, Teaching, Training, Fundraising, Legal Writing, Supervisory Skills, Legal Research, Event Management, Proposal Writing, Policy, Legal Assistance, Program Management, Mergers & Acquisitions, Marketing, Grant Writing, Market Research, Statistics, Social Media Marketing, Business Development
Education
Duquesne University 2011 — 2011
Paralegal Certificate, Paralegal Studies
University of Pittsburgh 2004 — 2006
Master's degree, Library and Information Science
Spelman College 1998 — 2002
B.A, History
Anchor Drilling Fluids USA June 2014 - Present
Wright Consulting November 2005 - Present
The Complete Captive Solution, LLC September 2013 - March 2014
Ventresca & Ventresca, LLP November 2009 - August 2013
Hefren Tillotson October 2006 - November 2009
MJ Harvey & Associates December 2005 - April 2009
Robert Half International May 2006 - October 2006
Strength Incorporated November 2003 - January 2006
Skills
Research, Analysis, Microsoft Excel, Microsoft Office, Management, Team Building, Leadership, Time Management, PowerPoint, Customer Service, Microsoft Word, Public Relations, Community Outreach, Sales, Negotiation, Entrepreneurship, Teaching, Training, Fundraising, Legal Writing, Supervisory Skills, Legal Research, Event Management, Proposal Writing, Policy, Legal Assistance, Program Management, Mergers & Acquisitions, Marketing, Grant Writing, Market Research, Statistics, Social Media Marketing, Business Development
Education
Duquesne University 2011 — 2011
Paralegal Certificate, Paralegal Studies
University of Pittsburgh 2004 — 2006
Master's degree, Library and Information Science
Spelman College 1998 — 2002
B.A, History
Nathan Adamo Nathan Adamo's Hefren Tillotson Experience May 2012 - August 2012
Job Process Analyst (QA Specialist) & Phlebotomy Supervisor at Quest Diagnostics
Industry Hospital & Health Care
Experience
Quest Diagnostics May 2014 - Present
Self-Employed February 2009 - Present
Northwestern Mutual October 2013 - April 2014
Gecko Robotics LLC May 2013 - September 2013
Alpha Stars May 2013 - August 2013
Hefren-Tillotson May 2012 - August 2012
Grove City College September 2011 - May 2012
PNC May 2011 - August 2011
Handi*Vangelism Ministries International May 2010 - July 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Outlook, Piano Tuning, Spanish, Windows, Finance, Analysis, Teamwork, Entrepreneurship
Education
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.67
Quest Diagnostics May 2014 - Present
Self-Employed February 2009 - Present
Northwestern Mutual October 2013 - April 2014
Gecko Robotics LLC May 2013 - September 2013
Alpha Stars May 2013 - August 2013
Hefren-Tillotson May 2012 - August 2012
Grove City College September 2011 - May 2012
PNC May 2011 - August 2011
Handi*Vangelism Ministries International May 2010 - July 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Outlook, Piano Tuning, Spanish, Windows, Finance, Analysis, Teamwork, Entrepreneurship
Education
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.67
Alexis Kilhof's Hefren Tillotson Experience August 2014 - Present
Job Financial Assistant at Hefren Tillotson
Industry Financial Services
Experience
Hefren Tillotson August 2014 - Present
Howard Hanna Real Estate Services October 2012 - Present
Curves September 2011 - August 2013
Skills
Sellers, First Time Home Buyers, Real Estate, Marketing, Selling, Relocation, Small Business, Real Estate Transactions, Residential Homes, Investment Properties
Education
Pittsburgh Technical Institute 2000 — 2002
Associates, Business Administration
Hefren Tillotson August 2014 - Present
Howard Hanna Real Estate Services October 2012 - Present
Curves September 2011 - August 2013
Skills
Sellers, First Time Home Buyers, Real Estate, Marketing, Selling, Relocation, Small Business, Real Estate Transactions, Residential Homes, Investment Properties
Education
Pittsburgh Technical Institute 2000 — 2002
Associates, Business Administration
Michael J. Passalinqua, CFP®'s Hefren Tillotson Experience September 1992 - December 1999
Job Executive Vice President/Financial Advisor at Private Wealth Advisors
Industry Investment Management
Experience
Private Wealth Advisors April 2001 - Present
Parker Hunter January 1999 - March 2001
Hefren-Tillotson September 1992 - December 1999
Skills
Strategic Financial..., Investments, Series 7, Retirement, Series 63, Certified Financial..., Insurance, Estate Planning, Financial Planning
Education
Grove City College 1988 — 1992
Bachelor of Arts, Financial Planning/Business Administration
Grove City College 1988 — 1992
Bachelor of Science (BS), Finance and Financial Management Services
Private Wealth Advisors April 2001 - Present
Parker Hunter January 1999 - March 2001
Hefren-Tillotson September 1992 - December 1999
Skills
Strategic Financial..., Investments, Series 7, Retirement, Series 63, Certified Financial..., Insurance, Estate Planning, Financial Planning
Education
Grove City College 1988 — 1992
Bachelor of Arts, Financial Planning/Business Administration
Grove City College 1988 — 1992
Bachelor of Science (BS), Finance and Financial Management Services
Ashley Pavlot, MBA's Hefren Tillotson Experience July 2012 - Present
Job Financial Assistant at HefrenTillotson, Inc.
Industry Financial Services
Experience
Hefren-Tillotson July 2012 - Present
Gals On and Off the Green May 2005 - May 2012
Soldiers and Sailors Memorial Hall May 2010 - August 2010
State Senate of Pennsylvania May 2007 - December 2007
Skills
Marketing Management, Event Management, Office Administration, Event Planning, Social Media Marketing, Marketing, Management, Fundraising, Retail, Merchandising, Market Research, Public Relations, Marketing Strategy, Customer Service, Email Marketing, Microsoft Office, Outlook, Public Speaking, Sales
Education
Chatham University 2011 — 2013
Masters Degree, MBA
La Roche College 2007 — 2010
BS, Marketing and Management
Hefren-Tillotson July 2012 - Present
Gals On and Off the Green May 2005 - May 2012
Soldiers and Sailors Memorial Hall May 2010 - August 2010
State Senate of Pennsylvania May 2007 - December 2007
Skills
Marketing Management, Event Management, Office Administration, Event Planning, Social Media Marketing, Marketing, Management, Fundraising, Retail, Merchandising, Market Research, Public Relations, Marketing Strategy, Customer Service, Email Marketing, Microsoft Office, Outlook, Public Speaking, Sales
Education
Chatham University 2011 — 2013
Masters Degree, MBA
La Roche College 2007 — 2010
BS, Marketing and Management
Tony Borres Tony Borres's Hefren Tillotson Experience May 2004 - August 2004
Job
Industry Information Technology and Services
Experience
Base Two July 2012 - Present
Clutch Interactive October 2007 - July 2012
Fidelity Information Services June 2005 - September 2007
Hefren-Tillotson May 2004 - August 2004
Allegheny College September 2003 - April 2004
Skills
Flex, HTML 5, WPF, ActionScript, C#, Flash, .NET, ASP.NET, Software Development, Information Architecture, Silverlight, CSS, AJAX, JavaScript, HTML, SQL, XML, CSS3, User Experience, Interaction Design, User Interface Design, XAML, Programming, MySQL, Usability, User Interface, jQuery, JSON, Web Applications, Software Project..., Web Development
Education
Allegheny College 2001 — 2005
BS
Shaler Area School District 1997 — 2001
Base Two July 2012 - Present
Clutch Interactive October 2007 - July 2012
Fidelity Information Services June 2005 - September 2007
Hefren-Tillotson May 2004 - August 2004
Allegheny College September 2003 - April 2004
Skills
Flex, HTML 5, WPF, ActionScript, C#, Flash, .NET, ASP.NET, Software Development, Information Architecture, Silverlight, CSS, AJAX, JavaScript, HTML, SQL, XML, CSS3, User Experience, Interaction Design, User Interface Design, XAML, Programming, MySQL, Usability, User Interface, jQuery, JSON, Web Applications, Software Project..., Web Development
Education
Allegheny College 2001 — 2005
BS
Shaler Area School District 1997 — 2001
Christine H. Farrell's Hefren Tillotson Experience August 1999 - Present
Job Vice President at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson August 1999 - Present
Federated Investors 1995 - 1999
Education
Grove City College 1990 — 1994
Bachelor of Arts, Business Administration & Communication
Semester at Sea 1993 — 1993
Study Abroad Program
Hefren-Tillotson August 1999 - Present
Federated Investors 1995 - 1999
Education
Grove City College 1990 — 1994
Bachelor of Arts, Business Administration & Communication
Semester at Sea 1993 — 1993
Study Abroad Program
Shawn Lupi's Hefren Tillotson Experience May 2006 - December 2008
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon November 2011 - January 2013
BNY Mellon May 2009 - November 2011
Duquesne University August 2007 - May 2009
Hefren-Tillotson May 2006 - December 2008
McDonald's October 2002 - January 2006
Skills
Financial Analysis, Financial Accounting, Portfolio Management, Financial Reporting, Investments, Analysis, Revenue Forecasting, Finance, Accounting, Managerial Finance, PeopleSoft, Microsoft Excel, Account Reconciliation, Asset Management, Valuation, Management, Financial Planning, Financial Modeling
Education
Duquesne University 2009 — 2011
MBA, Finance
Duquesne University 2005 — 2009
BSBA, Finance and Information Systems Management
BNY Mellon January 2013 - Present
BNY Mellon November 2011 - January 2013
BNY Mellon May 2009 - November 2011
Duquesne University August 2007 - May 2009
Hefren-Tillotson May 2006 - December 2008
McDonald's October 2002 - January 2006
Skills
Financial Analysis, Financial Accounting, Portfolio Management, Financial Reporting, Investments, Analysis, Revenue Forecasting, Finance, Accounting, Managerial Finance, PeopleSoft, Microsoft Excel, Account Reconciliation, Asset Management, Valuation, Management, Financial Planning, Financial Modeling
Education
Duquesne University 2009 — 2011
MBA, Finance
Duquesne University 2005 — 2009
BSBA, Finance and Information Systems Management
Brittany Young Brittany Young's Hefren Tillotson Experience April 2012 - August 2012
Job Technology Risk Consultant at Deloitte
Industry Accounting
Experience
Deloitte May 2014 - Present
2U August 2012 - May 2014
Deloitte June 2013 - August 2013
Hefren-Tillotson April 2012 - August 2012
SAM Inc September 2011 - December 2011
Mamma Lucia's Italian Restaurant January 2011 - September 2011
NDTI / U.S. Navy Program July 2010 - January 2011
West Marine Boating Store November 2008 - July 2010
Skills
Microsoft Excel, Microsoft Applications, Visual Basic, Time Management, HTML, Financial Analysis, Accounting, Cost Accounting, Information Systems, Information Technology, Wakeboarding, Technical Writing, Management, Salesforce.com, Public Speaking, Consulting, Access, Leadership, Social Media
Education
Robert H. Smith School of Business 2011 — 2013
B.S, Accounting/Information Systems
University of Maryland College Park 2011 — 2013
Bachelor's degrees, Accounting and Information Systems
College of Southern Maryland 2010 — 2011
General Studies Transfer Certificate, General Studies
Deloitte May 2014 - Present
2U August 2012 - May 2014
Deloitte June 2013 - August 2013
Hefren-Tillotson April 2012 - August 2012
SAM Inc September 2011 - December 2011
Mamma Lucia's Italian Restaurant January 2011 - September 2011
NDTI / U.S. Navy Program July 2010 - January 2011
West Marine Boating Store November 2008 - July 2010
Skills
Microsoft Excel, Microsoft Applications, Visual Basic, Time Management, HTML, Financial Analysis, Accounting, Cost Accounting, Information Systems, Information Technology, Wakeboarding, Technical Writing, Management, Salesforce.com, Public Speaking, Consulting, Access, Leadership, Social Media
Education
Robert H. Smith School of Business 2011 — 2013
B.S, Accounting/Information Systems
University of Maryland College Park 2011 — 2013
Bachelor's degrees, Accounting and Information Systems
College of Southern Maryland 2010 — 2011
General Studies Transfer Certificate, General Studies
Ron Deems Ron Deems's Hefren Tillotson Experience May 2008 - August 2008
Job Senior Consultant in Advisory Services at Deloitte & Touche LLP
Industry Hospital & Health Care
Experience
Deloitte August 2014 - Present
UPMC June 2013 - August 2014
UPMC May 2011 - June 2013
UPMC June 2009 - August 2011
Hefren-Tillotson May 2008 - August 2008
GENCO May 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Operational Planning, Microsoft Office, Cognos, Leadership, Finance, Management, Strategy, R, Peoplesoft, Oracle, Alliance Financial..., Financial Modeling, Financial Reporting, SharePoint, Forecasting, Budgets, Analytics, Access, Variance Analysis, Healthcare, Business Analysis, Financial Statements, Statistics, Process Improvement, PeopleSoft
Education
Carnegie Mellon University 2013 — 2013
Business Intelligence & Data Analytics (BIDA) Certificate
Allegheny College 2005 — 2009
Economics, Math
Deloitte August 2014 - Present
UPMC June 2013 - August 2014
UPMC May 2011 - June 2013
UPMC June 2009 - August 2011
Hefren-Tillotson May 2008 - August 2008
GENCO May 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Operational Planning, Microsoft Office, Cognos, Leadership, Finance, Management, Strategy, R, Peoplesoft, Oracle, Alliance Financial..., Financial Modeling, Financial Reporting, SharePoint, Forecasting, Budgets, Analytics, Access, Variance Analysis, Healthcare, Business Analysis, Financial Statements, Statistics, Process Improvement, PeopleSoft
Education
Carnegie Mellon University 2013 — 2013
Business Intelligence & Data Analytics (BIDA) Certificate
Allegheny College 2005 — 2009
Economics, Math
Kristin Tedesco's Hefren Tillotson Experience June 2014 - Present
Job Accounts Payables
Industry Accounting
Experience
Hefren Tillotson June 2014 - Present
RGS Products Inc. 2013 - 2014
Presque Isle Downs and Casino March 2010 - September 2013
Skills
Accounts Payable, Casino Gaming, Supervisory Skills, Payroll, Invoicing
Education
Mercyhurst College 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance
Hefren Tillotson June 2014 - Present
RGS Products Inc. 2013 - 2014
Presque Isle Downs and Casino March 2010 - September 2013
Skills
Accounts Payable, Casino Gaming, Supervisory Skills, Payroll, Invoicing
Education
Mercyhurst College 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance
Maria Yalch's Hefren Tillotson Experience June 2014 - Present
Job Marketing Specialist at HefrenTillotson
Industry Public Relations and Communications
Experience
Hefren-Tillotson June 2014 - Present
Allstate February 2014 - May 2014
Duquesne University November 2011 - October 2013
BRUNNER May 2013 - August 2013
Beverly's Birthdays December 2012 - August 2013
Skills
Press Releases, Public Relations, Social Media, Blogging, Teamwork, Writing, CisionPoint, Higher Education...
Education
Duquesne University 2009 — 2013
Bachelor of Arts (B.A.)
Hefren-Tillotson June 2014 - Present
Allstate February 2014 - May 2014
Duquesne University November 2011 - October 2013
BRUNNER May 2013 - August 2013
Beverly's Birthdays December 2012 - August 2013
Skills
Press Releases, Public Relations, Social Media, Blogging, Teamwork, Writing, CisionPoint, Higher Education...
Education
Duquesne University 2009 — 2013
Bachelor of Arts (B.A.)
Rebekah Saylor Rebekah Saylor's Hefren Tillotson Experience May 2013 - Present
Job Financial Planner at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson May 2013 - Present
Hefren-Tillotson September 2012 - May 2013
Allegheny College September 2011 - May 2012
Allegheny College September 2009 - May 2012
Erie Insurance Group May 2011 - August 2011
Erie Insurance Group May 2010 - August 2010
Valerio's Italian Restaurant February 2007 - 2009
Skills
Microsoft Excel, Microsoft Word, Statistics, Data Analysis, Volunteering, Team-oriented, Building Relationships, Christian Leadership, Finance, Personal Financial..., Mathematics, Probability
Education
Allegheny College 2008 — 2012
BA, Managerial Economics, Mathematics, 3.4/4.0
Trinity Episcopal School for Ministry 2012 — 2013
Hefren-Tillotson May 2013 - Present
Hefren-Tillotson September 2012 - May 2013
Allegheny College September 2011 - May 2012
Allegheny College September 2009 - May 2012
Erie Insurance Group May 2011 - August 2011
Erie Insurance Group May 2010 - August 2010
Valerio's Italian Restaurant February 2007 - 2009
Skills
Microsoft Excel, Microsoft Word, Statistics, Data Analysis, Volunteering, Team-oriented, Building Relationships, Christian Leadership, Finance, Personal Financial..., Mathematics, Probability
Education
Allegheny College 2008 — 2012
BA, Managerial Economics, Mathematics, 3.4/4.0
Trinity Episcopal School for Ministry 2012 — 2013
Katie Bowers's Hefren Tillotson Experience January 2008 - Present
Job Senior Registered Financial Assistant at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson January 2008 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Skills
Retirement Planning, Investments, Series 7, Investment Advisory, Retirement, Life & Health Insurance..., Securities Licenses, Series 66
Education
Kent State University 1999 — 2004
BBA, Finance
Canon-McMillan High School 1995 — 1999
Hefren-Tillotson January 2008 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Skills
Retirement Planning, Investments, Series 7, Investment Advisory, Retirement, Life & Health Insurance..., Securities Licenses, Series 66
Education
Kent State University 1999 — 2004
BBA, Finance
Canon-McMillan High School 1995 — 1999
Jennifer DeSalvo Jennifer DeSalvo's Hefren Tillotson Experience 2005 - 2006
Job Owner at Pittsburgh Paws Pet Resort
Industry Retail
Experience
Pittsburgh Paws Pet Resort January 2014 - Present
Ainsworth Pet Nutrition June 2011 - July 2013
Ainsworth Pet Nutrition June 2010 - June 2011
University of Phoenix November 2009 - June 2010
Babst, Calland, Clements & Zomnir, P.C. October 2008 - November 2009
Precise, Inc. June 2007 - October 2008
Hefren-Tillotson 2005 - 2006
Skills
Excel, Microsoft Office, Forecasting, PowerPoint, Analysis, Customer Service, Customer Relations, Product Development, Problem Solving, Team Building, Strategic Planning, Market Research, Public Speaking, Data Analysis, Budgeting, Marketing Strategy, Social Media, Analytics, Continuous Improvement, Market Analysis, Marketing Communications, Online Marketing, Business Strategy, Account Management, Sales Management, Microsoft Excel, Online Advertising, Brand Management, Budgets, Sales, Sales Operations, Competitive Analysis
Education
University of Phoenix 2009 — 2011
MBA, Marketing
Allegheny College 2003 — 2007
Bachelor of Science, Managerial Economics
Pittsburgh Paws Pet Resort January 2014 - Present
Ainsworth Pet Nutrition June 2011 - July 2013
Ainsworth Pet Nutrition June 2010 - June 2011
University of Phoenix November 2009 - June 2010
Babst, Calland, Clements & Zomnir, P.C. October 2008 - November 2009
Precise, Inc. June 2007 - October 2008
Hefren-Tillotson 2005 - 2006
Skills
Excel, Microsoft Office, Forecasting, PowerPoint, Analysis, Customer Service, Customer Relations, Product Development, Problem Solving, Team Building, Strategic Planning, Market Research, Public Speaking, Data Analysis, Budgeting, Marketing Strategy, Social Media, Analytics, Continuous Improvement, Market Analysis, Marketing Communications, Online Marketing, Business Strategy, Account Management, Sales Management, Microsoft Excel, Online Advertising, Brand Management, Budgets, Sales, Sales Operations, Competitive Analysis
Education
University of Phoenix 2009 — 2011
MBA, Marketing
Allegheny College 2003 — 2007
Bachelor of Science, Managerial Economics
Ryan Larkin's Hefren Tillotson Experience May 2008 - Present
Job Financial Advisor at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson May 2008 - Present
Skills
Insurance, Strategic Financial...
Education
Allegheny College 2004 — 2008
Hefren-Tillotson May 2008 - Present
Skills
Insurance, Strategic Financial...
Education
Allegheny College 2004 — 2008
Jamie Drennen's Hefren Tillotson Experience February 2014 - April 2014
Job J.D. Candidate at Duquesne University School of Law
Industry Legal Services
Experience
F.N.B. Corporation May 2014 - August 2014
Hefren-Tillotson February 2014 - April 2014
C.S. McKee, L.P. March 2013 - August 2013
Duquesne University Center for Pharmaceutical Technology January 2013 - April 2013
NexTier Bank May 2012 - July 2012
Skills
Financial Analysis, Microsoft Excel, Marketing, Leadership
Education
Duquesne University School of Law 2015 — 2018
Juris Doctor (J.D.), Business Law
Duquesne University 2011 — 2015
Bachelor's Degree, Finance
F.N.B. Corporation May 2014 - August 2014
Hefren-Tillotson February 2014 - April 2014
C.S. McKee, L.P. March 2013 - August 2013
Duquesne University Center for Pharmaceutical Technology January 2013 - April 2013
NexTier Bank May 2012 - July 2012
Skills
Financial Analysis, Microsoft Excel, Marketing, Leadership
Education
Duquesne University School of Law 2015 — 2018
Juris Doctor (J.D.), Business Law
Duquesne University 2011 — 2015
Bachelor's Degree, Finance
Sean Edmonson's Hefren Tillotson Experience September 2011 - February 2013
Job Investment Banking Analyst at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company June 2015 - Present
Wells Fargo February 2013 - May 2015
Hefren-Tillotson September 2011 - February 2013
PNC May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Leveraged Lending, Portfolio Management, Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Asset Based Lending
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science (B.S.), Finance & Accounting, Magna Cum Laude
Brown Gibbons Lang & Company June 2015 - Present
Wells Fargo February 2013 - May 2015
Hefren-Tillotson September 2011 - February 2013
PNC May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Leveraged Lending, Portfolio Management, Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Asset Based Lending
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science (B.S.), Finance & Accounting, Magna Cum Laude
Curtis Randle El III Curtis Randle El III's Hefren Tillotson Experience January 2005 - January 2009
Job 401(K) and Wealth Management Financial advisor quarterbacking the investment complexities of the UltraHigh Networth.
Industry Financial Services
Experience
PNC Investments January 2009 - November 2011
Hefren-Tillotson January 2005 - January 2009
Skills
Strategic Financial..., Wealth Management, Professional Athelete..., Serperately Managed..., Unit Investment Trust, Fixed Income Allocation, Equity Trading, Life Insurance, College Savings Plans, Derivatives, ETF's, Investments, Retirement Planning, Asset Management, Fixed Income, Investment Strategies, Financial Planning, Insurance, Estate Planning, Securities, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Customer Relations, 401k, Asset Allocation, Trust, Customer Service, Leadership, Retirement, Financial Advisory, IRAs, Wealth, Management, Wealth Management..., Fixed Annuities, Investment Management, Series 63, FINRA, High Net Worth..., Alternative Investments, Bonds, Financial Services, Series 6, Disability Insurance, Equities, Series 24, Pensions, Relationship Management
Education
University of Pittsburgh - Joseph M. Katz Executive Graduate School of Business 2010 — 2012
Masters of Business Administration, Business
University of Pittsburgh School of Law 2002 — 2004
MSL, Law
Indiana University Bloomington 1996 — 2000
Bachelor of Arts
PNC Investments January 2009 - November 2011
Hefren-Tillotson January 2005 - January 2009
Skills
Strategic Financial..., Wealth Management, Professional Athelete..., Serperately Managed..., Unit Investment Trust, Fixed Income Allocation, Equity Trading, Life Insurance, College Savings Plans, Derivatives, ETF's, Investments, Retirement Planning, Asset Management, Fixed Income, Investment Strategies, Financial Planning, Insurance, Estate Planning, Securities, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Customer Relations, 401k, Asset Allocation, Trust, Customer Service, Leadership, Retirement, Financial Advisory, IRAs, Wealth, Management, Wealth Management..., Fixed Annuities, Investment Management, Series 63, FINRA, High Net Worth..., Alternative Investments, Bonds, Financial Services, Series 6, Disability Insurance, Equities, Series 24, Pensions, Relationship Management
Education
University of Pittsburgh - Joseph M. Katz Executive Graduate School of Business 2010 — 2012
Masters of Business Administration, Business
University of Pittsburgh School of Law 2002 — 2004
MSL, Law
Indiana University Bloomington 1996 — 2000
Bachelor of Arts
Grady Wirth's Hefren Tillotson Experience February 2015 - Present
Job Financial planner
Industry Financial Services
Experience
Hefren-Tillotson February 2015 - Present
Hefren-Tillotson May 2014 - Present
Off the hook July 2013 - April 2014
Gateway Health System May 2013 - July 2013
The Oven June 2012 - July 2013
Soergel's Greenhouse March 2007 - January 2009
Skills
HTML, Visual Basic, JavaScript, CSS, C++, Computer Hardware, Troubleshooting, Windows 7, Visual Studio, Public Speaking, Teamwork, Customer Service, Leadership, Time Management, Social Media, Microsoft Excel
Education
Robert Morris University 2011 — 2014
Bachelor's degree, Computer and Information Sciences, General
Hefren-Tillotson February 2015 - Present
Hefren-Tillotson May 2014 - Present
Off the hook July 2013 - April 2014
Gateway Health System May 2013 - July 2013
The Oven June 2012 - July 2013
Soergel's Greenhouse March 2007 - January 2009
Skills
HTML, Visual Basic, JavaScript, CSS, C++, Computer Hardware, Troubleshooting, Windows 7, Visual Studio, Public Speaking, Teamwork, Customer Service, Leadership, Time Management, Social Media, Microsoft Excel
Education
Robert Morris University 2011 — 2014
Bachelor's degree, Computer and Information Sciences, General
Heather (Bedell) Machmer's Hefren Tillotson Experience June 1999 - October 2005
Job
Industry Financial Services
Experience
Nicotra, Catrabone, Catrabone and Associates February 2008 - March 2011
Kingdom Financial Group November 2005 - February 2008
Hefren-Tillotson June 1999 - October 2005
Northwestern Mutual December 1998 - June 1999
Litton Financial 1996 - 1998
SeaCoast Square 1994 - 1996
First Federal Mortgage 1992 - 1994
First Federal Mortgage 1992 - 1994
First Federal Mortgage 1992 - 1994
First Federal Mortgage 1992 - 1994
Education
Slippery Rock University of Pennsylvania 1988 — 1992
Geography/Cartography
DuBois Area High School 1986 — 1988
Butler Area Intermediate and Junior High 1983 — 1985
Nicotra, Catrabone, Catrabone and Associates February 2008 - March 2011
Kingdom Financial Group November 2005 - February 2008
Hefren-Tillotson June 1999 - October 2005
Northwestern Mutual December 1998 - June 1999
Litton Financial 1996 - 1998
SeaCoast Square 1994 - 1996
First Federal Mortgage 1992 - 1994
First Federal Mortgage 1992 - 1994
First Federal Mortgage 1992 - 1994
First Federal Mortgage 1992 - 1994
Education
Slippery Rock University of Pennsylvania 1988 — 1992
Geography/Cartography
DuBois Area High School 1986 — 1988
Butler Area Intermediate and Junior High 1983 — 1985
Carissa Giordano's Hefren Tillotson Experience 2001 - 2004
Job Administrative Assistant at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors February 2015 - Present
Silpada Designs August 2010 - Present
Gymboree Corporation September 2007 - April 2010
Hefren-Tillotson, Inc June 2001 - March 2004
Hefren Tillotson 2001 - 2004
First Union Securities March 2000 - May 2001
Northwest Savings Bank June 1999 - March 2000
Education
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Science, Small Business Administration/Management
HBKS Wealth Advisors February 2015 - Present
Silpada Designs August 2010 - Present
Gymboree Corporation September 2007 - April 2010
Hefren-Tillotson, Inc June 2001 - March 2004
Hefren Tillotson 2001 - 2004
First Union Securities March 2000 - May 2001
Northwest Savings Bank June 1999 - March 2000
Education
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Science, Small Business Administration/Management
Ray Tyson Ray Tyson's Hefren Tillotson Experience June 2006 - Present
Job Associate Vice President / Financial Advisor at Hefren Tillotson, Inc.
Industry Financial Services
Experience
Hefren-Tillotson June 2006 - Present
Skills
Series 7, Investments, Securities, Wealth Management, Retirement Planning, Investment Management, Financial Advisory, Finance, Portfolio Management, Financial Planning, Investment Advisory, Mutual Funds, Insurance, Uniform Combined State..., Financial Analysis, Asset Allocation, Retirement, Risk Management, Small Business, Strategy, Asset Management, Investment Strategies, Financial Services
Education
Geneva College 1999 — 2001
MS, Organizational Behavior / Leadership Studies
Robert Morris University 1992 — 1999
B.S. Business Administration, Business Management
Hefren-Tillotson June 2006 - Present
Skills
Series 7, Investments, Securities, Wealth Management, Retirement Planning, Investment Management, Financial Advisory, Finance, Portfolio Management, Financial Planning, Investment Advisory, Mutual Funds, Insurance, Uniform Combined State..., Financial Analysis, Asset Allocation, Retirement, Risk Management, Small Business, Strategy, Asset Management, Investment Strategies, Financial Services
Education
Geneva College 1999 — 2001
MS, Organizational Behavior / Leadership Studies
Robert Morris University 1992 — 1999
B.S. Business Administration, Business Management
shawn meredith's Hefren Tillotson Experience October 2001 - August 2005
Job Professional Coach at Affective Leadership, Coaching & Consulting
Industry Individual & Family Services
Experience
Affective Leadership, Coaching & Consulting May 2013 - Present
Every Child Inc May 2008 - Present
Every Child Inc January 2011 - February 2014
Every Child Inc. May 2006 - April 2008
Every Child Inc. November 2005 - May 2006
Hefren-Tillotson October 2001 - August 2005
Duquesne University August 2004 - November 2004
Allegheny College August 2000 - December 2000
Skills
Mental Health, Psychology, Adolescents, Interviews, Research, Teaching, Qualitative Research, Grant Writing, Social Services, Program Development, Coaching, Program Management, Executive Coaching, Consulting, Business Coaching, Family Therapy, Family Mediation, Family Services
Education
Western Pennsylvania Family Center. 2009 — 2013
Post Grad, Bowen Family Systems Theory
Duquesne University 2002 — 2004
M.A, Philosophy; focus on psychology
Allegheny College 1997 — 2001
B.A, Psychology
Affective Leadership, Coaching & Consulting May 2013 - Present
Every Child Inc May 2008 - Present
Every Child Inc January 2011 - February 2014
Every Child Inc. May 2006 - April 2008
Every Child Inc. November 2005 - May 2006
Hefren-Tillotson October 2001 - August 2005
Duquesne University August 2004 - November 2004
Allegheny College August 2000 - December 2000
Skills
Mental Health, Psychology, Adolescents, Interviews, Research, Teaching, Qualitative Research, Grant Writing, Social Services, Program Development, Coaching, Program Management, Executive Coaching, Consulting, Business Coaching, Family Therapy, Family Mediation, Family Services
Education
Western Pennsylvania Family Center. 2009 — 2013
Post Grad, Bowen Family Systems Theory
Duquesne University 2002 — 2004
M.A, Philosophy; focus on psychology
Allegheny College 1997 — 2001
B.A, Psychology
Greg Magee Greg Magee's Hefren Tillotson Experience 2011 - Present
Job
Industry Financial Services
Experience
Hefren-Tillotson 2011 - Present
Dreyfus August 1997 - May 2001
Merrill Lynch February 1991 - December 1995
Skills
Investments, Financial Analysis, Financial Planning, Wealth Management, Mutual Funds, Banking, Financial Modeling, Equities, Series 7
Education
Robert Morris University
Bachelor's degree, Finance and Financial Management Services
Hefren-Tillotson 2011 - Present
Dreyfus August 1997 - May 2001
Merrill Lynch February 1991 - December 1995
Skills
Investments, Financial Analysis, Financial Planning, Wealth Management, Mutual Funds, Banking, Financial Modeling, Equities, Series 7
Education
Robert Morris University
Bachelor's degree, Finance and Financial Management Services
Jonathan Szakelyhidi's Hefren Tillotson Experience May 2011 - September 2012
Job Commercial Underwriter at Capital One
Industry Banking
Experience
Capital One July 2015 - Present
Capital One Commercial Bank August 2014 - Present
Capital One Commercial Bank July 2013 - August 2014
New Markets Venture Partners September 2012 - May 2013
The Royal Thai Embassy August 2012 - October 2012
Hefren-Tillotson May 2011 - September 2012
Paul Boots & Sons Heating and Roofing June 2010 - August 2010
Cranberry Twp. Waterpark June 2008 - July 2010
Skills
Bloomberg Terminal, Visual Basic, AXYS, VBA, Reuters 3000, Stata, Matlab, Reuters EIKON, Moody's Risk Analyst, Credit Analysis, Financial Analysis, Financial Modeling, Portfolio Management
Education
Passed Level II of the CFA Exams
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (BS), B.S. Finance & B.A. Economics, 3.97
Riverside High School 2005 — 2009
Capital One July 2015 - Present
Capital One Commercial Bank August 2014 - Present
Capital One Commercial Bank July 2013 - August 2014
New Markets Venture Partners September 2012 - May 2013
The Royal Thai Embassy August 2012 - October 2012
Hefren-Tillotson May 2011 - September 2012
Paul Boots & Sons Heating and Roofing June 2010 - August 2010
Cranberry Twp. Waterpark June 2008 - July 2010
Skills
Bloomberg Terminal, Visual Basic, AXYS, VBA, Reuters 3000, Stata, Matlab, Reuters EIKON, Moody's Risk Analyst, Credit Analysis, Financial Analysis, Financial Modeling, Portfolio Management
Education
Passed Level II of the CFA Exams
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (BS), B.S. Finance & B.A. Economics, 3.97
Riverside High School 2005 — 2009
Chris Tissue's Hefren Tillotson Experience May 2006 - January 2008
Job Senior Associate at Grant Thornton
Industry Financial Services
Experience
Grant Thornton LLP October 2013 - Present
Integral Hockey DC August 2013 - Present
Deloitte September 2012 - October 2013
Deloitte & Touche May 2010 - August 2012
Callahan & Associates September 2009 - May 2010
Callahan & Associates June 2008 - December 2009
Callahan & Associates June 2008 - January 2009
Hefren-Tillotson May 2006 - January 2008
Skills
Marketing, Business Process..., Business Strategy, Entrepreneurship, Management Consulting, Financial Analysis, Analytics, Financial Modeling, Public Speaking, Strategy, Business Transformation, Project Management, Program Management, Business Analysis, Budgets, Web Design, Economics, Data Analysis
Education
Denison University 2004 — 2008
B.A., Economics
Grant Thornton LLP October 2013 - Present
Integral Hockey DC August 2013 - Present
Deloitte September 2012 - October 2013
Deloitte & Touche May 2010 - August 2012
Callahan & Associates September 2009 - May 2010
Callahan & Associates June 2008 - December 2009
Callahan & Associates June 2008 - January 2009
Hefren-Tillotson May 2006 - January 2008
Skills
Marketing, Business Process..., Business Strategy, Entrepreneurship, Management Consulting, Financial Analysis, Analytics, Financial Modeling, Public Speaking, Strategy, Business Transformation, Project Management, Program Management, Business Analysis, Budgets, Web Design, Economics, Data Analysis
Education
Denison University 2004 — 2008
B.A., Economics
Caleb Zelanko Caleb Zelanko's Hefren Tillotson Experience June 2010 - August 2010
Job Retail Portfolio Manager at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. March 2015 - Present
Ally Financial Inc. December 2013 - April 2015
Ally Financial Inc. May 2013 - December 2013
North Hills Community Outreach October 2012 - May 2013
Allegheny College August 2010 - May 2011
Hefren-Tillotson June 2010 - August 2010
Skills
SPSS, Microsoft Office, Public Speaking, Organizational..., Social Media, Research, Data Analysis, PowerPoint, Microsoft Excel, Qualitative Research, Policy Analysis, Event Planning, Microsoft Word, Social Networking, Non-profits, Community Outreach, Nonprofits, Volunteer Management
Education
Columbia University Teachers College 2011 — 2012
Master of Arts (M.A.), Economics and Education
Allegheny College 2007 — 2011
Bachelor of Arts, Economics
Ally Financial Inc. March 2015 - Present
Ally Financial Inc. December 2013 - April 2015
Ally Financial Inc. May 2013 - December 2013
North Hills Community Outreach October 2012 - May 2013
Allegheny College August 2010 - May 2011
Hefren-Tillotson June 2010 - August 2010
Skills
SPSS, Microsoft Office, Public Speaking, Organizational..., Social Media, Research, Data Analysis, PowerPoint, Microsoft Excel, Qualitative Research, Policy Analysis, Event Planning, Microsoft Word, Social Networking, Non-profits, Community Outreach, Nonprofits, Volunteer Management
Education
Columbia University Teachers College 2011 — 2012
Master of Arts (M.A.), Economics and Education
Allegheny College 2007 — 2011
Bachelor of Arts, Economics
Richard Bryant Richard Bryant's Hefren Tillotson Experience 1993 - 1999
Job Executive Director MS Comp Finance at Carnegie Mellon University
Industry Financial Services
Experience
Carnegie Mellon University 1999 - Present
Hefren-Tillotson 1993 - 1999
Reebok 1988 - 1993
H. J. Heinz Co. 1986 - 1988
H. J. Heinz Co. 1982 - 1986
Dravo Corp. 1980 - 1982
Skills
Quantitative Finance
Education
Carnegie Mellon University - Tepper School of Business 1979 — 1980
MBA, Finance
Carnegie Mellon University 1999 - Present
Hefren-Tillotson 1993 - 1999
Reebok 1988 - 1993
H. J. Heinz Co. 1986 - 1988
H. J. Heinz Co. 1982 - 1986
Dravo Corp. 1980 - 1982
Skills
Quantitative Finance
Education
Carnegie Mellon University - Tepper School of Business 1979 — 1980
MBA, Finance
Jeffrey Pifer Jeffrey Pifer's Hefren Tillotson Experience June 1999 - December 2012
Job CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Investment Management
Experience
Woodbury Financial Services January 2013 - Present
Hefren-Tillotson June 1999 - December 2012
Skills
Wealth Management, Retirement Planning, College Education..., Investment Advisory, Asset Allocation, Series 7, Mutual Funds, Investment Strategies, Retirement, Financial Advisory, Estate Planning, Wealth, Uniform Combined State..., Financial Planners, Strategic Financial..., Wealth Accumulation, Investments, Wealth Management..., IRAs, 401k Rollovers, Investment Management, Fixed Annuities, Personal Financial...
Education
Grove City College 1996 — 1999
Bachelor of Science (BS), Financial Management
Woodbury Financial Services January 2013 - Present
Hefren-Tillotson June 1999 - December 2012
Skills
Wealth Management, Retirement Planning, College Education..., Investment Advisory, Asset Allocation, Series 7, Mutual Funds, Investment Strategies, Retirement, Financial Advisory, Estate Planning, Wealth, Uniform Combined State..., Financial Planners, Strategic Financial..., Wealth Accumulation, Investments, Wealth Management..., IRAs, 401k Rollovers, Investment Management, Fixed Annuities, Personal Financial...
Education
Grove City College 1996 — 1999
Bachelor of Science (BS), Financial Management
Autumn Meredith's Hefren Tillotson Experience November 2014 - Present
Job Financial Assistant at HefrenTillotson
Industry Public Relations and Communications
Experience
Hefren-Tillotson November 2014 - Present
Creative Stitches Cafe, LLC July 2011 - November 2014
Family Behavioral Resources February 2010 - August 2012
Hefren-Tillotson September 2009 - February 2010
Skills
Nonprofits, Community Outreach, Public Speaking, Editing, Public Relations, Fundraising, Event Planning, Psychotherapy, Psychology, Social Media, Program Development, Research
Education
University of Pittsburgh 2008 — 2009
Master of Science (MS), Applied Developmental Psychology; emphasis in Behavioral Health, GPA 4.0/4.0
Washington and Jefferson College 2004 — 2008
Bachelor of Arts (BA), Psychology, GPA 3.49/4.0 (cumulative); GPA 3.62/4.0 (major)
Hefren-Tillotson November 2014 - Present
Creative Stitches Cafe, LLC July 2011 - November 2014
Family Behavioral Resources February 2010 - August 2012
Hefren-Tillotson September 2009 - February 2010
Skills
Nonprofits, Community Outreach, Public Speaking, Editing, Public Relations, Fundraising, Event Planning, Psychotherapy, Psychology, Social Media, Program Development, Research
Education
University of Pittsburgh 2008 — 2009
Master of Science (MS), Applied Developmental Psychology; emphasis in Behavioral Health, GPA 4.0/4.0
Washington and Jefferson College 2004 — 2008
Bachelor of Arts (BA), Psychology, GPA 3.49/4.0 (cumulative); GPA 3.62/4.0 (major)
Alex Simcox's Hefren Tillotson Experience June 2012 - August 2012
Job Trader at United Alloys & Metals
Industry Mining & Metals
Experience
United Alloys & Metals August 2013 - Present
Grove City College Collegian (College Newspaper) January 2011 - May 2013
Hefren-Tillotson June 2012 - August 2012
Grove City College August 2010 - August 2012
Paramount at ProMedica Health System May 2011 - August 2011
The Ability Center of Greater Toledo May 2011 - August 2011
Wender and Company May 2008 - August 2010
Crosswinds Golf Club May 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, Leadership, Finance, Accounting, Public Speaking, Negotiation, Client Relations Skills, Financial Analysis, Teamwork, PowerPoint, Sales
Education
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
United Alloys & Metals August 2013 - Present
Grove City College Collegian (College Newspaper) January 2011 - May 2013
Hefren-Tillotson June 2012 - August 2012
Grove City College August 2010 - August 2012
Paramount at ProMedica Health System May 2011 - August 2011
The Ability Center of Greater Toledo May 2011 - August 2011
Wender and Company May 2008 - August 2010
Crosswinds Golf Club May 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, Leadership, Finance, Accounting, Public Speaking, Negotiation, Client Relations Skills, Financial Analysis, Teamwork, PowerPoint, Sales
Education
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Joseph Grunwald, CFP® Joseph Grunwald, CFP®'s Hefren Tillotson Experience July 2012 - Present
Job Associate Vice President, HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson July 2012 - Present
TIAA-CREF February 1999 - July 2012
Skills
Retirement Planning, Investment Advisory, Investments, Portfolio Management, Asset Management, Retirement, Wealth Management, Mutual Funds, Series 7, Financial Modeling, Strategic Financial..., Asset Allocation
Education
Indiana University of Pennsylvania 1986 — 1990
Bachelor of Science (BS), Finance
Serra Catholic High School 1982 — 1986
College/University Preparatory
Hefren-Tillotson July 2012 - Present
TIAA-CREF February 1999 - July 2012
Skills
Retirement Planning, Investment Advisory, Investments, Portfolio Management, Asset Management, Retirement, Wealth Management, Mutual Funds, Series 7, Financial Modeling, Strategic Financial..., Asset Allocation
Education
Indiana University of Pennsylvania 1986 — 1990
Bachelor of Science (BS), Finance
Serra Catholic High School 1982 — 1986
College/University Preparatory
Adam Dobin's Hefren Tillotson Experience December 2010 - August 2013
Job Portfolio Administrator at FAMCO MLP, A Division of Advisory Research, Inc.
Industry Financial Services
Experience
FAMCO MLP, A Division of Advisory Research, Inc. August 2013 - Present
Hefren-Tillotson December 2010 - August 2013
Hefren-Tillotson February 2006 - December 2010
Skills
Mutual Funds, Investments, Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Financial Analysis, Microsoft Excel, Retirement, Customer Service, Investment Advisory, Microsoft Office, Asset Management
Education
University of Pittsburgh 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Marketing
FAMCO MLP, A Division of Advisory Research, Inc. August 2013 - Present
Hefren-Tillotson December 2010 - August 2013
Hefren-Tillotson February 2006 - December 2010
Skills
Mutual Funds, Investments, Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Financial Analysis, Microsoft Excel, Retirement, Customer Service, Investment Advisory, Microsoft Office, Asset Management
Education
University of Pittsburgh 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Kim Fleming's Hefren Tillotson Experience August 1987 - Present
Job Owner, Hefren Tillotson
Industry Financial Services
Experience
Hefren Tillotson August 1987 - Present
Education
Northwestern University 1976 — 1980
Hefren Tillotson August 1987 - Present
Education
Northwestern University 1976 — 1980
Diana Wallace-Funwela's Hefren Tillotson Experience December 2012 - January 2013
Job Retirement Plans & Education
Industry Professional Training & Coaching
Experience
Bayer January 2013 - Present
Hefren-Tillotson December 2012 - January 2013
PBGC October 2009 - November 2012
PBGC March 2005 - September 2009
Coldwell Banker Real Estate May 2008 - January 2009
The Rhythm Shakers May 2003 - November 2008
PBGC October 2004 - February 2005
BNY Mellon July 2000 - September 2004
Skills
Employee Benefits, Management, Policy, PeopleSoft, Risk Management, Change Management, Process Improvement, Business Analysis, Strategic Planning, Team Building, Budget, Customer Service, Mergers, Project Management, Training, Budgets, Recruiting
Education
Penn State - Beaver Campus 2007 — 2007
Real Estate Licensure
Robert Morris University 2002 — 2004
MBA
Washington and Jefferson College 1996 — 2000
BA
Bayer January 2013 - Present
Hefren-Tillotson December 2012 - January 2013
PBGC October 2009 - November 2012
PBGC March 2005 - September 2009
Coldwell Banker Real Estate May 2008 - January 2009
The Rhythm Shakers May 2003 - November 2008
PBGC October 2004 - February 2005
BNY Mellon July 2000 - September 2004
Skills
Employee Benefits, Management, Policy, PeopleSoft, Risk Management, Change Management, Process Improvement, Business Analysis, Strategic Planning, Team Building, Budget, Customer Service, Mergers, Project Management, Training, Budgets, Recruiting
Education
Penn State - Beaver Campus 2007 — 2007
Real Estate Licensure
Robert Morris University 2002 — 2004
MBA
Washington and Jefferson College 1996 — 2000
BA
Brad Dishart's Hefren Tillotson Experience November 1996 - Present
Job Senior Vice President at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson November 1996 - Present
Education
Duquesne University
MBA, Economics and Finance
University of Pittsburgh
Accounting and Finance
Hefren-Tillotson November 1996 - Present
Education
Duquesne University
MBA, Economics and Finance
University of Pittsburgh
Accounting and Finance
John Meegan's Hefren Tillotson Experience November 2005 - Present
Job Chief Operating Officer at HefrenTillotson
Industry Investment Management
Experience
Hefren-Tillotson November 2005 - Present
Education
New York University
Master of Business Administration (MBA), Accounting and Finance
Amherst College 1977 — 1981
Bachelor of Arts (BA), Economics
Nichols School
Hefren-Tillotson November 2005 - Present
Education
New York University
Master of Business Administration (MBA), Accounting and Finance
Amherst College 1977 — 1981
Bachelor of Arts (BA), Economics
Nichols School
Sara Ciotti's Hefren Tillotson Experience 2003 - 2003
Job Director Procurement at Giant Eagle
Industry Retail
Experience
Giant Eagle July 2014 - Present
Giant Eagle March 2013 - July 2014
Giant Eagle July 2011 - March 2013
Giant Eagle September 2009 - July 2011
Giant Eagle January 2009 - September 2009
Giant Eagle January 2005 - January 2009
SharpVisions, Inc. October 2003 - January 2005
Hefren-Tillotson 2003 - 2003
Skills
Retail, Store Management, Team Leadership, Visual Merchandising, Recruiting, Profit, Cross-functional Team..., Pricing, Competitive Analysis, Purchasing, Microsoft Office, Marketing, Employee Relations, Negotiation, Consumer Products, Marketing Strategy, P&L Management, PowerPoint, Performance Management, Vendor Management, Coaching, Merchandising, Strategy, Human Resources, Forecasting, Inventory Management, Team Building, Personnel Management, Time Management, Management, Income Statement, Sourcing, Grocery, Supply Chain, Hiring
Education
Duquesne University 2002 — 2003
MBA
Penn State University 1995 — 1999
BS, Finance
Giant Eagle July 2014 - Present
Giant Eagle March 2013 - July 2014
Giant Eagle July 2011 - March 2013
Giant Eagle September 2009 - July 2011
Giant Eagle January 2009 - September 2009
Giant Eagle January 2005 - January 2009
SharpVisions, Inc. October 2003 - January 2005
Hefren-Tillotson 2003 - 2003
Skills
Retail, Store Management, Team Leadership, Visual Merchandising, Recruiting, Profit, Cross-functional Team..., Pricing, Competitive Analysis, Purchasing, Microsoft Office, Marketing, Employee Relations, Negotiation, Consumer Products, Marketing Strategy, P&L Management, PowerPoint, Performance Management, Vendor Management, Coaching, Merchandising, Strategy, Human Resources, Forecasting, Inventory Management, Team Building, Personnel Management, Time Management, Management, Income Statement, Sourcing, Grocery, Supply Chain, Hiring
Education
Duquesne University 2002 — 2003
MBA
Penn State University 1995 — 1999
BS, Finance
Janine Hauck's Hefren Tillotson Experience 1999 - Present
Job HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson 1999 - Present
Education
Robert Morris University
Bachelor of Science Business Administration, Marketing/Marketing Management, General
Hefren-Tillotson 1999 - Present
Education
Robert Morris University
Bachelor of Science Business Administration, Marketing/Marketing Management, General
Karen Woods's Hefren Tillotson Experience June 2008 - August 2008
Job Medical Student at The Ohio State University College of Medicine
Industry Hospital & Health Care
Experience
UPMC July 2011 - June 2013
UPMC June 2009 - June 2011
Hefren-Tillotson June 2008 - August 2008
Clearly Business Enterprise Center June 2007 - August 2007
Lopez Wealth Management Group May 2006 - August 2006
Skills
Managerial Finance, Talent Management, Financial Analysis, Financial Reporting, Finance, Hospitals, Data Analysis, PeopleSoft, Variance Analysis, Financial Modeling, Microsoft Excel
Education
The Ohio State University College of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
Grove City College 2005 — 2009
Major: Finance, Minor: Communication Studies
UPMC July 2011 - June 2013
UPMC June 2009 - June 2011
Hefren-Tillotson June 2008 - August 2008
Clearly Business Enterprise Center June 2007 - August 2007
Lopez Wealth Management Group May 2006 - August 2006
Skills
Managerial Finance, Talent Management, Financial Analysis, Financial Reporting, Finance, Hospitals, Data Analysis, PeopleSoft, Variance Analysis, Financial Modeling, Microsoft Excel
Education
The Ohio State University College of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
Grove City College 2005 — 2009
Major: Finance, Minor: Communication Studies
Jill Marron's Hefren Tillotson Experience April 2013 - Present
Job Investment Advisory Account Administrator
Industry Financial Services
Experience
Hefren-Tillotson April 2013 - Present
BNY Mellon January 2010 - April 2013
Pittsburgh Tribune-Review March 2009 - December 2009
Big Lots July 2002 - April 2009
Skills
Marketing, Customer Service, Sales, Microsoft Office, Advertising, Retail, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Outlook, Financial Reporting
Education
Indiana University of Pennsylvania 2004 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.50
Indiana University of Pennsylvania
Hefren-Tillotson April 2013 - Present
BNY Mellon January 2010 - April 2013
Pittsburgh Tribune-Review March 2009 - December 2009
Big Lots July 2002 - April 2009
Skills
Marketing, Customer Service, Sales, Microsoft Office, Advertising, Retail, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Outlook, Financial Reporting
Education
Indiana University of Pennsylvania 2004 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.50
Indiana University of Pennsylvania
Chad Restori, CFP®'s Hefren Tillotson Experience May 2013 - Present
Job
Industry Financial Services
Experience
Hefren-Tillotson May 2013 - Present
Hefren-Tillotson February 2011 - May 2013
Citigroup January 2009 - July 2009
Merrill Lynch September 2008 - December 2008
Rolls-Royce May 2008 - August 2008
Education
Coastal Carolina University 2006 — 2010
Bachelors, Finance
Pittsburgh Central Catholic 2002 — 2006
Hefren-Tillotson May 2013 - Present
Hefren-Tillotson February 2011 - May 2013
Citigroup January 2009 - July 2009
Merrill Lynch September 2008 - December 2008
Rolls-Royce May 2008 - August 2008
Education
Coastal Carolina University 2006 — 2010
Bachelors, Finance
Pittsburgh Central Catholic 2002 — 2006
Geoff Brougher's Hefren Tillotson Experience May 1998 - August 1998
Job Vice President at JP Morgan
Industry Law Practice
Experience
JP Morgan April 2010 - Present
Berman DeValerio Pease Tabacco Burt & Pucillo March 2010 - April 2010
US Securities and Exchange Commission May 2008 - August 2008
Greenberg Traurig May 2007 - August 2007
Ernst & Young May 2002 - July 2006
Arthur Andersen 2000 - 2002
Klingensmith Healthcare May 1999 - August 1999
Hefren-Tillotson May 1998 - August 1998
Skills
JD, Licensed Attorney New..., CPA -- Inactive, Licensed Attorney in..., Financial Accounting, Financial Statement..., Microsoft Office, Securities, Estate Planning, Trust Services, Asset Managment, Trusts, Financial Analysis, Accounting, Due Diligence, Corporate Finance, Sarbanes-Oxley Act, Microsoft Excel, Risk Management, Wealth Management..., Account Reconciliation, Microsoft Word, Investment Strategies, High Net Worth..., Process Improvement, Auditing, Financial Reporting, Corporate Governance, CPA, Corporate Law, Financial Audits, Financial Statements, Charitable Trusts, General Ledger, US GAAP, Variance Analysis, SEC filings, Asset Management, Mutual Funds, Investments, Asset Allocation, Internal Controls, External Audit, Wealth, Private Banking, Management, Finance
Education
University of Florida - Fredric G. Levin College of Law 2006 — 2009
Juris Doctorate, Law
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Accounting and Finance
JP Morgan April 2010 - Present
Berman DeValerio Pease Tabacco Burt & Pucillo March 2010 - April 2010
US Securities and Exchange Commission May 2008 - August 2008
Greenberg Traurig May 2007 - August 2007
Ernst & Young May 2002 - July 2006
Arthur Andersen 2000 - 2002
Klingensmith Healthcare May 1999 - August 1999
Hefren-Tillotson May 1998 - August 1998
Skills
JD, Licensed Attorney New..., CPA -- Inactive, Licensed Attorney in..., Financial Accounting, Financial Statement..., Microsoft Office, Securities, Estate Planning, Trust Services, Asset Managment, Trusts, Financial Analysis, Accounting, Due Diligence, Corporate Finance, Sarbanes-Oxley Act, Microsoft Excel, Risk Management, Wealth Management..., Account Reconciliation, Microsoft Word, Investment Strategies, High Net Worth..., Process Improvement, Auditing, Financial Reporting, Corporate Governance, CPA, Corporate Law, Financial Audits, Financial Statements, Charitable Trusts, General Ledger, US GAAP, Variance Analysis, SEC filings, Asset Management, Mutual Funds, Investments, Asset Allocation, Internal Controls, External Audit, Wealth, Private Banking, Management, Finance
Education
University of Florida - Fredric G. Levin College of Law 2006 — 2009
Juris Doctorate, Law
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Accounting and Finance
Bob Kerber's Hefren Tillotson Experience 2005 - Present
Job Financial Advisor at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson 2005 - Present
Skills
Financial Goals, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Finance
Education
Penn State University 1991 — 1995
BS, Accounting
Hefren-Tillotson 2005 - Present
Skills
Financial Goals, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Finance
Education
Penn State University 1991 — 1995
BS, Accounting
Kathleen Schrantz's Hefren Tillotson Experience July 2009 - Present
Job Internal Auditor at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson July 2009 - Present
Education
Clarion University of Pennsylvania
BS, Communications
Hefren-Tillotson July 2009 - Present
Education
Clarion University of Pennsylvania
BS, Communications
Dale Croft's Hefren Tillotson Experience March 1986 - December 1993
Job Director of Music Ministries at First United Methodist Church
Industry Financial Services
Experience
First United Methodist Church November 2012 - Present
Gordon Bros. Water October 2010 - October 2012
Self - Employed June 2006 - October 2010
Legg Mason January 1994 - January 2006
Hefren-Tillotson March 1986 - December 1993
Sportswear Plus/Butler Floor Co. January 1978 - January 1982
Skills
Non-profits, Music, Sales, Customer Service, Fundraising, Public Speaking, Research, Event Planning, Teaching, Leadership Development, Nonprofits, Community Outreach, Editing
Education
Oberlin College 1974 — 1978
B.A, Economics
University of Pittsburgh
Post, pre-med studies
First United Methodist Church November 2012 - Present
Gordon Bros. Water October 2010 - October 2012
Self - Employed June 2006 - October 2010
Legg Mason January 1994 - January 2006
Hefren-Tillotson March 1986 - December 1993
Sportswear Plus/Butler Floor Co. January 1978 - January 1982
Skills
Non-profits, Music, Sales, Customer Service, Fundraising, Public Speaking, Research, Event Planning, Teaching, Leadership Development, Nonprofits, Community Outreach, Editing
Education
Oberlin College 1974 — 1978
B.A, Economics
University of Pittsburgh
Post, pre-med studies
Corey Utz, CFP(R)'s Hefren Tillotson Experience June 2014 - Present
Job Financial Advisor at Hefren Tillotson
Industry Financial Services
Experience
Hefren Tillotson June 2014 - Present
COREY R. UTZ, CFP(R) January 2005 - June 2014
Skills
Series 6, Series 63, Life Accident and..., Investment Advisory, Securities, 401k, Investment Strategies, IRAs, Asset Management, Alternative Investments, Life Insurance, Financial Advisory, Insurance, Financial Services, Fixed Income, Wealth, Equities, Financial Planners, Term Life Insurance, Banking, Pensions, Finance
Education
The American College 2004 — 2006
CFP(R), Certified Financial Planner
Westminster College (PA) 2000 — 2004
Bachelor of Science, Economics
Hefren Tillotson June 2014 - Present
COREY R. UTZ, CFP(R) January 2005 - June 2014
Skills
Series 6, Series 63, Life Accident and..., Investment Advisory, Securities, 401k, Investment Strategies, IRAs, Asset Management, Alternative Investments, Life Insurance, Financial Advisory, Insurance, Financial Services, Fixed Income, Wealth, Equities, Financial Planners, Term Life Insurance, Banking, Pensions, Finance
Education
The American College 2004 — 2006
CFP(R), Certified Financial Planner
Westminster College (PA) 2000 — 2004
Bachelor of Science, Economics
Melanie Pettinato's Hefren Tillotson Experience October 2013 - Present
Job Operations at Hefren Tillotson
Industry Financial Services
Experience
Hefren-Tillotson October 2013 - Present
SAIL Mortgage Corporation August 2012 - September 2013
PNC December 2010 - July 2012
Planet Fitness June 2009 - November 2010
Skills
Fitness, Weight Training, Wellness, Customer Service, Sales, Cpr Certified, Yoga, Retail Sales, Banking, Team Leadership, Management, Customer Satisfaction, Microsoft Office, Microsoft Excel, Outlook, Time Management, Customer Retention, Leadership, Store Management, New Business Development, Volunteer Management, Marketing, Social Networking, Cold Calling, Coaching, Training, PowerPoint, Team Building, Event Planning, Recruiting, Salesforce.com, Public Speaking, Inventory Management, Loans, Retail
Education
East Stroudsburg University of Pennsylvania 2003 — 2007
Bachelor's degree, Parks, Recreation and Leisure Studies
Hefren-Tillotson October 2013 - Present
SAIL Mortgage Corporation August 2012 - September 2013
PNC December 2010 - July 2012
Planet Fitness June 2009 - November 2010
Skills
Fitness, Weight Training, Wellness, Customer Service, Sales, Cpr Certified, Yoga, Retail Sales, Banking, Team Leadership, Management, Customer Satisfaction, Microsoft Office, Microsoft Excel, Outlook, Time Management, Customer Retention, Leadership, Store Management, New Business Development, Volunteer Management, Marketing, Social Networking, Cold Calling, Coaching, Training, PowerPoint, Team Building, Event Planning, Recruiting, Salesforce.com, Public Speaking, Inventory Management, Loans, Retail
Education
East Stroudsburg University of Pennsylvania 2003 — 2007
Bachelor's degree, Parks, Recreation and Leisure Studies
Andrew Cummings's Hefren Tillotson Experience May 2011 - January 2012
Job Tax Associate at Private Accounting Firm
Industry Investment Banking
Experience
Private Accounting Firm April 2014 - Present
KLINE NYC March 2013 - Present
Ligonier Capital Co. June 2012 - January 2013
Hefren-Tillotson May 2011 - January 2012
Skills
English, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Spanish, Research, French, Mandarin, Economics, C++, Corporate Finance, Financial Analysis, Windows, Mac OS, Global Macro, Paradox, Fractals, Public Speaking
Education
Saint Vincent College 2010 — 2012
B.S., Financial Management
Grove City College 2007 — 2010
B.S., International Business, Finance
Anglo-americká vysoká škola, o.p.s. 2009 — 2009
Finance, Philosophy, Languistics
Private Accounting Firm April 2014 - Present
KLINE NYC March 2013 - Present
Ligonier Capital Co. June 2012 - January 2013
Hefren-Tillotson May 2011 - January 2012
Skills
English, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Spanish, Research, French, Mandarin, Economics, C++, Corporate Finance, Financial Analysis, Windows, Mac OS, Global Macro, Paradox, Fractals, Public Speaking
Education
Saint Vincent College 2010 — 2012
B.S., Financial Management
Grove City College 2007 — 2010
B.S., International Business, Finance
Anglo-americká vysoká škola, o.p.s. 2009 — 2009
Finance, Philosophy, Languistics
Ray Ballantine, CFP®'s Hefren Tillotson Experience July 1998 - Present
Job Senior Vice President at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson July 1998 - Present
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Mutual Funds, Retirement, Series 7, Retirement Planning, Financial Services, Insurance
Education
Penn State University 1980 — 1984
Shaler Area High School
The College for Financial Planning 2012 — 2014
Certified Finanial Planner
Hefren-Tillotson July 1998 - Present
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Mutual Funds, Retirement, Series 7, Retirement Planning, Financial Services, Insurance
Education
Penn State University 1980 — 1984
Shaler Area High School
The College for Financial Planning 2012 — 2014
Certified Finanial Planner
Tiffany Brazeau's Hefren Tillotson Experience July 2014 - October 2015
Job HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson, Inc. October 2015 - Present
Hefren-Tillotson July 2014 - October 2015
PNC December 2013 - July 2014
Denali Bluffs Hotel and Grande Denali Lodge May 2013 - September 2013
Fairmont Hotels and Resorts November 2012 - January 2013
Fairmont Hotels and Resorts August 2011 - October 2012
Fairmont Hotels and Resorts March 2010 - August 2011
American Country Collection October 2007 - February 2010
G A Richards Company May 2008 - February 2009
Skills
Customer Service, Hospitality, Hospitality Management, Hospitality Industry, Hotels, Front Office, Rooms Division, Retail, Property Management..., Micros, Pre-opening, Concierge Services, Hotel Booking, Guest Service Management, Up-selling, Time Management, Employee Training, Hotel Management, Restaurants, Food & Beverage, Opera, Resorts, Tourism, Sales, Opening Hotels, Reservation, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Customer Satisfaction, Meeting Planning, Leadership, MICROS
Education
Clarion University of Pennsylvania 2014 — 2016
Bachelor of Science (B.S.), Psychology
Calvin College 2004 — 2006
Psychology
Clarion University of Pennsylvania 2001 — 2003
Elementary Education, Mathematics
Hefren-Tillotson, Inc. October 2015 - Present
Hefren-Tillotson July 2014 - October 2015
PNC December 2013 - July 2014
Denali Bluffs Hotel and Grande Denali Lodge May 2013 - September 2013
Fairmont Hotels and Resorts November 2012 - January 2013
Fairmont Hotels and Resorts August 2011 - October 2012
Fairmont Hotels and Resorts March 2010 - August 2011
American Country Collection October 2007 - February 2010
G A Richards Company May 2008 - February 2009
Skills
Customer Service, Hospitality, Hospitality Management, Hospitality Industry, Hotels, Front Office, Rooms Division, Retail, Property Management..., Micros, Pre-opening, Concierge Services, Hotel Booking, Guest Service Management, Up-selling, Time Management, Employee Training, Hotel Management, Restaurants, Food & Beverage, Opera, Resorts, Tourism, Sales, Opening Hotels, Reservation, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Customer Satisfaction, Meeting Planning, Leadership, MICROS
Education
Clarion University of Pennsylvania 2014 — 2016
Bachelor of Science (B.S.), Psychology
Calvin College 2004 — 2006
Psychology
Clarion University of Pennsylvania 2001 — 2003
Elementary Education, Mathematics
Lyric Schnur's Hefren Tillotson Experience May 1999 - Present
Job Financial Advisor at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson May 1999 - Present
UBS Investment Bank 1995 - 1997
Education
Bowling Green State University 1991 — 1995
business
Hefren-Tillotson May 1999 - Present
UBS Investment Bank 1995 - 1997
Education
Bowling Green State University 1991 — 1995
business
Luke Sebbens's Hefren Tillotson Experience May 2011 - August 2011
Job John Carroll Graduate
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Giant Eagle June 2008 - March 2013
Hefren-Tillotson May 2011 - August 2011
Panera Bread April 2006 - May 2008
Education
John Carroll University 2008 — 2012
Bachelor of Sciences, Business Administration-Finance
Regents College 2010 — 2010
Finance
Fidelity Investments November 2012 - Present
Giant Eagle June 2008 - March 2013
Hefren-Tillotson May 2011 - August 2011
Panera Bread April 2006 - May 2008
Education
John Carroll University 2008 — 2012
Bachelor of Sciences, Business Administration-Finance
Regents College 2010 — 2010
Finance
Linda Lukitsch's Hefren Tillotson Experience January 2001 - September 2001
Job Finance | Licensed Representative | Client Service Manager
Industry Financial Services
Experience
Muhlenkamp & Co., Inc. February 2002 - April 2012
Hefren-Tillotson January 2001 - September 2001
Allegheny Financial January 2000 - August 2000
Skills
Financial Services ..., Series 6 & 63 licensed.
Education
Robert Morris University
Business, Business Administration and Management, General
Muhlenkamp & Co., Inc. February 2002 - April 2012
Hefren-Tillotson January 2001 - September 2001
Allegheny Financial January 2000 - August 2000
Skills
Financial Services ..., Series 6 & 63 licensed.
Education
Robert Morris University
Business, Business Administration and Management, General
Samuel Dippold's Hefren Tillotson Experience May 2007 - Present
Job Certified Financial Planner (R)
Industry Financial Services
Experience
Hefren-Tillotson May 2007 - Present
Education
College for Financial Planning 2007 — 2009
Grove City College 2003 — 2007
Finance
Hefren-Tillotson May 2007 - Present
Education
College for Financial Planning 2007 — 2009
Grove City College 2003 — 2007
Finance
Susan Martire's Hefren Tillotson Experience July 1999 - June 2003
Job Benefits and Insurance Administrator/Hiring Coordinator
Industry Logistics and Supply Chain
Experience
Liberty USA May 2011 - Present
Associates in Behavioral Health Care June 2004 - June 2009
Hefren Tillotson July 1999 - June 2003
Education
University of Pittsburgh 1994 — 1998
BA, Communication
Bethel Park High School
Liberty USA May 2011 - Present
Associates in Behavioral Health Care June 2004 - June 2009
Hefren Tillotson July 1999 - June 2003
Education
University of Pittsburgh 1994 — 1998
BA, Communication
Bethel Park High School
Bruce L. Bruns's Hefren Tillotson Experience 2005 - Present
Job Owner at Bruns Gelles & Company, PC
Industry Accounting
Experience
Hefren-Tillotson 2005 - Present
Bruns Gelles & Company, PC November 1995 - Present
Bruce L. Bruns, Certified Public ACcountant 1989 - December 1995
Skills
Financial Planning, Accounting, Investment Advisory
Education
Indiana University of PA 1974 — 1977
BS, Business
Hefren-Tillotson 2005 - Present
Bruns Gelles & Company, PC November 1995 - Present
Bruce L. Bruns, Certified Public ACcountant 1989 - December 1995
Skills
Financial Planning, Accounting, Investment Advisory
Education
Indiana University of PA 1974 — 1977
BS, Business
Jeremy McGuire's Hefren Tillotson Experience September 2012 - January 2013
Job Storage / Cloud Solution Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle December 2014 - Present
Oracle November 2013 - November 2014
Counseling Associates January 2013 - May 2013
Hefren-Tillotson September 2012 - January 2013
Skills
Sales, Sales Prospecting, Data Analysis, Microsoft Excel, Teamwork, Time Management, Financial Analysis, Statistics, PowerPoint, Organization, Microsoft Office, Microsoft Word, Accounting, Customer Service, Finance, Public Speaking, Investments, Research, Financial Modeling
Education
Saint Vincent College 2009 — 2013
Bachelor of Science (BS), Finance, General
Saint Vincent College 2009 — 2013
Bachelor of Science (BS), Psychology
Souhegan High School 2005 — 2009
Souhegan High School 2005 — 2009
Oracle December 2014 - Present
Oracle November 2013 - November 2014
Counseling Associates January 2013 - May 2013
Hefren-Tillotson September 2012 - January 2013
Skills
Sales, Sales Prospecting, Data Analysis, Microsoft Excel, Teamwork, Time Management, Financial Analysis, Statistics, PowerPoint, Organization, Microsoft Office, Microsoft Word, Accounting, Customer Service, Finance, Public Speaking, Investments, Research, Financial Modeling
Education
Saint Vincent College 2009 — 2013
Bachelor of Science (BS), Finance, General
Saint Vincent College 2009 — 2013
Bachelor of Science (BS), Psychology
Souhegan High School 2005 — 2009
Souhegan High School 2005 — 2009
Michael Brust's Hefren Tillotson Experience May 2014 - April 2015
Job Derivatives Operations Specialist
Industry Financial Services
Experience
Hefren-Tillotson May 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Financial Analysis, Financial Modeling
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Finance, General, 3.5
Hefren-Tillotson May 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Financial Analysis, Financial Modeling
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Finance, General, 3.5
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY